After years of exceptional returns, INCO has finally pulled back. Near-term concerns are valid but do not derail the longer-term consumer thesis. With valuation multiples de-rated, INCO’s concentrated ...
INCO which focuses on 30 Indian consumer stocks, has underperformed in 2025, gaining less than 2% and lagging both global and emerging markets. INCO's long-term risk-adjusted track record is ...
Editor's note: As molders experience greater challenges with supply chains, material availability, and onerous contract terms, it is imperative that they take the time now to address risk. In the ...
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